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The Commodity Futures Trading Commission's November 5 demand gives US derivatives exchanges 30 days to remove geographic restrictions that breach impartial-access rules or explain why compliance is infeasible. The demand challenges the Sixth Circuit's September reasoning that geographic limits could coexist with Kalshi's federal obligations. However, the new interpretation does not itself overturn the court's separate conclusions on contract classification and state gambling laws. Phantom lists access to Kalshi prediction markets across the United States except Michigan, Nevada and Washington. Kalshi's response to New Jersey's Supreme Court petition is due December 7, and the Court has not granted review.

U.S. investors are withdrawing money from Bitcoin, Ethereum and Solana ETFs after Democrats won both congressional chambers in last week's midterm elections. SoSoValue data show that spot Bitcoin ETFs recorded more than $411 million in net outflows on Friday. Ethereum funds lost $93 million on Friday, while Solana ETFs have lost over $26 million in November. The Crypto Fear and Greed Index has fallen to 32, a level indicating fear. Elizabeth Warren is expected to chair the Senate Banking Committee, and the probability of Senate passage of the CLARITY Act has declined. Investors now expect the Federal Reserve to raise rates by 0.25% at the December meeting following last Friday's strong jobs figures.

Keplr disclosed on November 7 that a private-key breach affected some users with social-login accounts. Keplr advised potentially affected users not to deposit additional funds and to transfer remaining liquid assets to accounts using recovery phrases or hardware wallets. Keplr documentation describes an independent import route for users with a saved, usable private key, but that route has not been tested as a workaround for this incident. Importing an existing key through another interface does not establish that an attacker lacks the same key. Web3Auth and partners said they had begun whitehat recovery efforts, while account-level impact and asset recovery remained unresolved.

The crypto industry faces a less receptive Congress after Democrats regained both chambers, with projections showing at least 54 Senate seats and over 253 House seats. Incoming Democratic committee leaders will gain subpoena power in January and have already sought records concerning President Donald Trump's crypto businesses and industry donations. The prospects for crypto legislation next year are slim, while regulators will likely face additional oversight hearings. Voters also approved 40 of 41 ballot measures restricting data center development, creating potential problems for crypto mining and AI facilities. Crypto political action committees spent over $170 million in the 2026 election but lost some of the industry's most important contests.

Allium data show stablecoin payments increased 45% to $482 billion in the first nine months of 2026. Stablecoin supply grew just 0.4% to $305 billion over that period. Payments represented only about 0.5% of raw transfer value, which also includes trading and internal transfers. Existing tokens can support more payments through repeated use without requiring equivalent issuance. Weaker trading demand and the cost of holding tokens that pay no interest are limiting supply growth.

Web3Auth moved approximately $5.6 million in assets from affected Keplr wallets to secure addresses before attackers could take the funds. Web3Auth said a service vulnerability exposed private keys for some Keplr wallets generated using Google or Apple login. Keplr co-founder Josh Lee estimated that roughly 20% of Google and Apple login accounts were affected, although only a small proportion were exploited. Web3Auth did not reveal how much attackers stole.

Web3Auth said it transferred crypto from vulnerable Keplr wallets before an attacker could reach the funds. Onchain records showed about $5.6 million in crypto across 12 recovery addresses on Sunday. Keplr co-founder Josh Lee estimated that exposed private keys affected about 20% of Keplr accounts created through Google or Apple sign-in. Web3Auth's statements suggest an attacker had already emptied some wallets, but Web3Auth has not disclosed the number or losses. Keplr said accounts secured through recovery phrases or hardware wallets were unaffected. Keplr advised Google and Apple sign-in users to transfer remaining funds to wallets secured by either method.

U.S. distillate inventories dropped below 100 million barrels in the week ended October 30, potentially complicating inflation relief and easier financing for Bitcoin investors. The Energy Information Administration's November 4 report put stocks at 99.26 million barrels, 13% below the five-year average. Diesel and residential heating-oil prices fell in the latest weekly surveys but remained substantially above year-earlier levels. Fuel costs could obstruct financing relief if those costs slow the broader decline in inflation. The inventory decline alone does not establish a Federal Reserve or market response.

Farside Investors' figures show BlackRock's IBIT accounted for 94% of the $1,282 million net outflow from US spot Bitcoin ETFs during November 2-6. IBIT lost $1.21 billion, while Fidelity's FBTC attracted $93 million in net inflows. The remaining funds collectively lost $72 million, indicating uneven demand rather than withdrawals across every fund. The flow figures do not establish how much bitcoin was sold on the open market or whether BlackRock adopted a bearish allocation. The October Consumer Price Index release on Tuesday will provide a checkpoint for comparing subsequent ETF demand.

Bitcoin News said Electrum released version 4.8.4 to address several vulnerabilities and bugs in Bitcoin and Lightning Network wallets. The release marks Electrum's 15th anniversary. A Lightning Network fix prevents malformed onion messages from arbitrary sources from causing Electrum to disconnect from channel peers. The release is Electrum's fourth security update since August.

Three House committee chairs have requested a closed-door briefing with Nvidia CEO Jensen Huang on November 18 about Huang's contacts with Alice Huang and Nvidia's espionage safeguards. Financial Times reporting describes an intelligence-based memo alleging a romantic relationship between Jensen Huang and Alice Huang, an executive at Singapore-based Nvidia customer Megaspeed. The Financial Times, citing people familiar with the matter, reported that US intelligence believes China's Ministry of State Security recruited Alice Huang. Neither the reported intelligence assessment nor the relationship allegation has been publicly proven. Nvidia has characterized the contacts as routine customer business and said Nvidia does not possess or share classified information. The committee chairs asked Jensen Huang to accept the proposed briefing or suggest another congressional session date by November 11.

Ethereum co-founder Vitalik Buterin argued that ether should be valued primarily as a store of value because the fee-burning investment case is weaker than previously thought. Buterin said Ethereum should retain EIP-1559's fee burn even if the mechanism offsets only a small fraction of new issuance indefinitely. Buterin argued that decentralization, censorship resistance, privacy, security and stability underpin Ethereum's value. Buterin warned that maximizing fee burn would require interventionist governance and higher gas prices that could exclude users. The comments followed the withdrawal of EIP-8363, a proposal to burn an increasing share of validator rewards as more ETH is staked.

Bitcoin News reported that LNbits urged every user to take servers offline immediately until critical vulnerabilities are fixed, following multiple attacks. An operator reported that attackers opened new accounts and withdrew 2,285,545 sats over approximately 5 hours. The operator pledged to compensate affected BitTipBot users but said the relevant funds remain inaccessible pending a fix. LNbits said a patch is expected within 24 to 48 hours.

CZ said he downloaded Genius App to explore the app but has not made any trades through it. CZ said he rejected the team's invitation to open a public account because he feared receiving many meaningless token donations again. CZ described his approach as accumulating and holding only major coins rather than trading.

Bitcoin News said Binance will close affected EU accounts on December 31, 2026. Bitcoin News said monthly charges on remaining crypto assets will begin November 29 at 0.025% of the balance or 10 USDC, whichever is greater. Bitcoin News said affected accounts cannot accept deposits but remain open for withdrawals. Binance said the company is still seeking a MiCA license in another EU country.

A Anthropic está se preparando para uma oferta pública inicial (IPO) com uma avaliação esperada de US$ 1,5 trilhão, abaixo dos US$ 2 trilhões. Segundo relatos, potenciais investidores discutiram avaliações entre US$ 1,2 trilhão e US$ 1,3 trilhão, e alguns consideraram US$ 1,1 trilhão. A BloFin Research apontou como motivos de preocupação o crescimento mais lento da receita trimestral e a mudança de lucro operacional para prejuízo. A Anthropic se comprometeu com quase US$ 895 bilhões em acordos futuros de computação e infraestrutura. O IPO pode testar a confiança nas avaliações de empresas de IA após uma onda de vendas no setor de tecnologia, motivada por preocupações com os custos de infraestrutura e uma regulação mais rigorosa.

A Bitcoin.com News informou que a Strategy comprou 811 bitcoins por aproximadamente US$ 65,5 milhões entre 26 de outubro e 1º de novembro. A Strategy pagou em média US$ 80.846 por bitcoin. A Bitcoin.com News informou que a Strategy obteve US$ 164 milhões em receitas líquidas com a venda de ações ordinárias durante esse período, destinando US$ 98,5 milhões ao caixa.